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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter & 5i: Just a follow up on my last question on oil. I like getting income + growth from oil producers so I'm happy to see RPL and WCP added to TBE and LNV in the small producer income space. But if the expectation is that there may be oil price weakness for a quarter or two sometime in the next year or two, I'm wondering how these will do relative to each other, but also relative to larger oil income names like CPG and BTE. If I want to maintain some exposure to this oil income space, which ones might be best able to withstand lower oil prices the longest and be most able to continue their dividend payments in a rocky commodity environment. The oil market may be more global than the natural gas market, but Canadian oil producers don't get WTI, let alone Brent. If there is more oil coming from US soil, I'm concerned that Canadian producers may suffer a more punitive spread from WTI. Thanks again!
Read Answer Asked by Lance on December 02, 2012
Q: PWT: I understand the advice to wait and see a turnaround before buying in but what would you read into insider buying @10.50 to 11 during Nov? Same is true with insiders at PGF. Could they just be looking for a seasonal "dead cat bounce" in the stock prices or perhaps they know something the rest of us don't. Thanks, Jeff
Read Answer Asked by Jeff on December 02, 2012
Q: Hi Peter and 5i: Oil commodity – I know there are some significant differences between the North American markets for oil and for nat gas, but I am wondering whether we should expect to see the oil market over the next year or two trace a path similar to the nat gas market's over the past year, with improved techniques for exploiting shale-based resources creating a progression of over-investment, supply glut, price trough, cap-ex cuts and dividend cuts, and an equity market sell-off, before coming back to a more stable and probably intermediate commodity price, as supply and demand come back into balance. The recent buzz about the US having the means to approach supply independence seems to me to fit the scenario, as does the lack of conviction around oil futures over the last several weeks, with the prices flipping back and forth between contango and backwardation a number of times. I'd appreciate any thoughts you may have on this? Thanks!
Read Answer Asked by Lance on November 30, 2012
Q: would you please comment on CQE is it a good buy at this level
thanks!
Read Answer Asked by paul on November 30, 2012
Q: Hi Peter,

Quick thoughts on Gale Force Petroleum. They seem to be trading at a deep discount compared to its peers. GFP on the venture exchange.
Read Answer Asked by Graham on November 27, 2012
Q: Peter; Would you read anything into the huge ( nearly 9millioN) shares of TBE traded? Thanks..Rod
Read Answer Asked by Rodney on November 27, 2012
Q: Watching the RPL and CXP deal unfold. Do you like this combination(execution Dec 17th)and if so how would you play it?
Thank-you.
Read Answer Asked by Alex on November 26, 2012
Q: Hi Peter,
What do you think of the news release by Africa Oil (AOI) for the second well drill results? Clearly the market was expecting more.
Thanks.
Read Answer Asked by Chris on November 26, 2012
Q: My question concerns PTA on the TSX venture exchange.It is located in Columbia, where they predict exiting 2012 with 5000-6000 barrels per day. They have good management, just had an oil strike for 3700 bl per day that they get 50% of.The float seems a bit high at more than 500000 shares plus warrants.Your comments positive & negative would be appreciated. The recommendations on it are all buys.
Cheers,
Dave
Read Answer Asked by Dave on November 26, 2012
Q: Hi Peter,

What is your personal opinion o n the STO and PRY merger. The analyst community as well as the shareholders seem to dislike this deal a lot as is evident from the drop in share price of both post merger. Do you think this will be a good hold into the next year maybe for a one year time frame. Thanks
Read Answer Asked by Imtiaz on November 24, 2012
Q: Hi, what do you think of Calvalley petroleum (CVI.A) ? Do you think the positives (a lot of cash, no debt, free cashflow, high insider ownership,brent price for their oil) outweigh the negatives ( most of assets in Yemen and the possible claim/lawsuit against them in Yemen) ? Finally, what do make of the fact that the company is looking for "strategic alternatives" ? Thanks a lot !!
Read Answer Asked by Mario on November 22, 2012
Q: Hi Folks,
First off, I must thank you for your service.I have always respected Peter's advice on tv & that trust has been continued with his staff at 5I.
My question concerns cross border income trusts from the US.The trust is Argent Energy Trust which is located in Texas so they get $10 above the posted West Texas price.They pay a 11% yield, increased production 15% 2nd qtr. and have access to acquistions.This all sounds wonderful but I'm interested in your comments on this trust.
Thanks,
Dave
Read Answer Asked by Dave on November 22, 2012
Q: Hi Peter and team
Yesterday you replied to a question about PHX by saying ESN was cheaper and worth looking at. I looked at it and it looked attractive but it was a cursory look. Could you say a little bit more about the company. Thanks

Ross
Read Answer Asked by Ross on November 21, 2012
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